Wellspring Philosophy

Philosophy: Our Standard of Care

As stated in our mission, the reason every single member of the Wellspring Consulting team wakes up in the morning is simple: To coach and guide our clients in the definition and pursuit of what matters most financially

To successfully execute on a world-class standard of care and develop a mutually rewarding relationship, we must agree to the following behavior-based commitments:

On our end, we will:

Act with integrity, honesty and openness in everything we do for and with you.

Absolutely respect the confidentiality of our working relationship.

Commit ourselves to the highest standards of accessibility and responsiveness.

Remain open to your feedback and be flexible to your needs.

In return, we ask that our clients are:

Open, frank and honest with us at all times.

Prompt in providing us with complete, accurate, and orderly data we need to properly advise them.

Open to any advice we may offer.

Open to following through on any commitments that are agreed upon.